Position in CVX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$107,744
-$34,189 QoQ
Shares Held
650
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,931
of 4,109 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $259,518 across 8 Oil & Gas Integrated names. CVX ranks #1 (41.5% of the industry book) .
All Filings in CVX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,744 | 650 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $141,933 | 686 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $69,498 | 456 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $96,590 | 622 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $11,455 | 80 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $23,420 | 140 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $11,587 | 80 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $553,601 | 3,393 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $588,009 | 3,276 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $447,387 | 3,114 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $399,013 | 2,756 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $405,935 | 2,493 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $288,328 | 2,457 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $236,277 | 2,329 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $893,641 | 8,532 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $878,978 | 8,388 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $704,904 | 8,347 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $584,928 | 8,124 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $228,874 | 2,565 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||